Tax Documents Calendar

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Posted on February 2nd, 2021

The following is a list of when various tax forms will be ready for 2020, listed in order of when they will be released. Clients should reach out to us if they need help accessing forms.

Document Name Information Reported Availability date
February
1099-Q Payments from Qualified Education Programs (under Sections 529 and 530) Distributions from qualified tuition programs and Coverdell Education Savings Accounts (ESAs). February, 1 2021
1099-R Distributions from Pensions, Annuties, Retirement or Profit-Sharing Plans, etc. Distributions from qualified retirement plans (for example, individual 401[k], profit-sharing, and money-purchase plans), or any IRAs or IRA recharacterizations. February, 1 2021
Consolidated Form 1099 All reportable income and transactions for the year. Depending on your account activity, your 1099 may include: Form 1099-B, Form 1099-DIV, Form 1099-INT, Form 1099-MISC, and Form 1099-OID. February 16, 2021. Depending on your activity and portfolio, you may get your form earlier.
1099-B Sales transactions, cover short transactions, closing options transactions, redemptions, tender offers, and mergers for cash. February 16, 2021. Depending on your activity and portfolio, you may get your form earlier.
1099-DIV Ordinary dividends of $10 or more from U.S. and foreign corporations, capital gains distributions, mutual fund dividends, federal and foreign tax withheld, and non-taxable distributions. February 16, 2021. Depending on your activity and portfolio, you may get your form earlier.
1099-INT Interest income of $10 or more; federal and foreign tax withheld. February 16, 2021. Depending on your activity and portfolio, you may get your form earlier.
1099-MISC Rent or royalty payments, and substitute payments of $10 or more, and other income totaling $600 or more. February 16, 2021. Depending on your activity and portfolio, you may get your form earlier.
1099-OID Original issue discounts on corporate bonds, certificates of deposit (CDs), collateralized debt obligations (CDOs), and U.S. government obligations of $10 or more. February 16, 2021. Depending on your activity and portfolio, you may get your form earlier.
March
480.6a Informative Return– Income Not Subject to Withholding (Puerto Rico residents only) Payments to residents of Puerto Rico—such as dividends, interest, partnership distributions, long-term gains, liquidations, and gross proceeds—that did not have Puerto Rico tax withheld. These payments can be from a Puerto Rico or non-Puerto Rico source. Wednesday, March 10, 2021
480.6b Informative Return – Income Subject to Withholding (Puerto Rico residents only) Puerto Rico source income (generally, dividends and interest); this is subject to Puerto Rico “at source” withholding (also known as foreign tax). Wednesday, March 10, 2021
REMIC/WHFIT Real Estate Mortgage Investment Conduit or Widely Held Fixed Investment Trust Interest and original issue discount from a REMIC. The information reported on this form is in addition to the interest and Original Issue Discount (OID) as shown on your consolidated 1099. Monday, March 15, 2021
1042-S Foreign Person’s U.S. Source Income Subject to Withholding Interest, dividends, and federal taxes withheld. Monday, March 15, 2021
2439 Notice to Shareholders of Undistributed Long-Term Capital Gains Undistributed capital gains from mutual funds and Real Estate Investment Trusts (REITs). Tuesday, March 30, 2021
April
Schedule K-1/Form 1065 Partner’s Share of Income, Deductions, Credits, etc. Distributions from partnership securities. Please note: While the K-1 form itself accounts for distributions or other items being passed through to the partners, proceeds from the sale of partnership units are reported on the 1099-B section of your consolidated 1099. Your partnership administrator should mail your K-1 by April 18.
5498-ESA Coverdell ESA (Education Savings Account) Contribution Information Contributions (including rollover contributions) to a Coverdell ESA. Friday, April 30, 2021
May
5498 IRA (Individual Retirement Account) Contribution Information Contributions (including rollover contributions) to any IRA. Monday, May 31, 2021

Source: TD Ameritrade Institutional. (2021, January 26). Tax Documents Calendar. Retrieved from https://www.tdameritrade.com/education/taxes.page